Posts Categorized: Ultimate Client Experience
A Client Contact Resource File can make your “Touch Base” Calls More Effective
The 12-4-2 client contact system includes eight “Touch Base” phone calls during the year. One of the questions we are frequently asked by the advisors we coach is, “What do you talk about?” Here’s one topic: In every city there is at least one newspaper that will have a financial section, a section on health,… Read more »
Discussing Long Term Care Insurance with Your Clients
Do you remember Dorothy in the Wizard of Oz clicking her ruby slippers and chanting ‘there’s no place like home’ then waking up to find herself back in the warm embrace of Auntie Em? Sadly, most of the people in nursing care facilities (now referred to as independent living retirement communities and senior assisted living… Read more »
Have You Ever Encouraged a Client to Spend More Money?
Giving your clients permission to spend more money is one of the greatest gifts you can give them! Most successful people grew up working hard and saving money. That, probably, is why they are rich now. When you do a cash flow analysis as part of this client’s financial plan, you quickly realize that… Read more »
Your Clients Will Love It!
Supernova advisors are always looking for ways to create value for their clients. Here is a quick tip that takes little time and will be greatly appreciated by your clients. When talking to your clients make note of any upcoming trips, business or personal. Follow up with a phone call a few days before… Read more »
Emphasize the Importance of 12/4/2 Meetings to Your clients
Here is a suggestion on how to teach your clients that their monthly 12/4/2 appointments are important to them and to you. At the end of every contact, even with those clients you speak to regularly, be sure and add this script: “I will send you an email summarizing our time together today (see sample in… Read more »